Company Description Cheng & Co Group is a multi-disciplinary professional service provider based in Kuala Lumpur. We offer a wide range of services including secretarial, tax, assurance, business outsourcing, corporate advisory, wealth management, and recovery and insolvency. Our clients include small and medium-sized enterprises, public-listed companies, nonprofit organizations, and high-net-worth individuals. With a focus on operational excellence and ethical professional practice, we strive to deliver sustainable value to our stakeholders. Role Description This is a full-time on-site role for a Multi-Family Office Solutions Executive at Cheng & Co Group in Kuala Lumpur. The role will involve day-to-day tasks such as Manages in-house business operations and daily activities. Constructs fee-based financial plans for clients. Manages and monitors the progress of implementation of client's financial plan. Manages and improves the client relationship management (CRM) system. Manages and develops Business Succession Planning (BSP) and Family Office (FO) for high net-worth individuals and business owners. Manages and updates in-house compliance processes accordingly to internal standard operating procedure (SOP). Qualifications Basic degree in any discipline with a minimum of 2 years of working experience. However, fresh graduates are encouraged to apply. Intensive on-the-job training shall be provided to equip with the necessary knowledge and tools to perform the job superbly. Possess any of the Certified Financial Planner (CFP), Registered Financial Planner (RFP) or Islamic Financial Planner (IFP) accreditation or minimally passing Module 1 of CFP or RFP or IFP is an added advantage.